What best describes you?
Select all that apply — we'll build a personalized checklist for your situation.
W-2 Employee
You work for a company and receive a paycheck with taxes withheld
Self-Employed / Freelancer
Outside your regular job, did you receive any payments for services, sell items online, do gig work, or receive any 1099 forms?
Investor
You have stocks, dividends, crypto, or real estate investments
Small Business Owner
You own or co-own a business with employees, partners, or an LLC/S-Corp
Tell us a bit more about you
Select any that apply — this helps us highlight the documents most relevant to you.
Select all that apply
Student or recently enrolled
Rideshare or delivery driver
K-12 teacher or educator
Healthcare worker
Active military or veteran
Bought or sold a home
Own rental property
Received unemployment
Retired or receiving pension
Parent with childcare costs
Earned income abroad
Receiving Social Security
You're All Set — Time to Upload
Upload your gathered documents to your secure Box folder, then click below to let us know you're done.
Files are encrypted and stored securely. Only you and your preparer have access.
We've Got It — You're All Set!
Thank you for submitting your documents. We'll review everything and reach out if anything is missing. Keep this page for your records.
📋 Your Checklist Summary
← Go back to my checklist
What happens next? Your preparer will review your documents within 2–3 business days and contact you with any questions or next steps. You'll receive a confirmation email as well.